Logistics is the invisible backbone of every other sector's growth story -- and in India, it is finally having its own moment in the sun. The GST-driven shift from fragmented state-by-state trucking networks to national supply chains, the e-commerce explosion creating demand for last-mile delivery at scale, and government investments in dedicated freight corridors and multimodal logistics parks have fundamentally re-rated the sector. Listings here include 3PL companies managing end-to-end supply chains for FMCG giants, express parcel players growing at 25%+ annually, and cold-chain specialists serving pharma and food exporters. Logistics is a volume game built on density -- the operators with the densest networks in the right geographies earn disproportionate returns on capital.
